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To: elmatador who wrote (51519)	7/11/2004 4:41:20 AM
From: Taikun	Respond to of 74559

You're on the inside! Well, the prices paid for 3G licenses were unsustainable, and wireless will take longer to catch on in the US than Asia. Europeans (such as Italians who seem to prefer cell phones to email as they can talk with their hands on a call, hard with email). NTT/Vodafone and other operators have neat applications that Americans can't use in their cars so the US will lag. (Not enough Amtrak here) Wireless should expand in Asia and Emerging Markets because gov'ts don't have to worry so much about telcos with installed base of infrastructure. Wireless-as with VoIP-is still less protected by the US courts than land-lines (political or what?) and that hinders wireless/VoIP in the US also. These companies operate on razor-thin margins. Not an enviable business!

To: elmatador who wrote (51519)	7/18/2004 2:52:05 PM
From: BubbaFred	Read Replies (4) \| Respond to of 74559

Elmat, I am not familiar with the latest developments in wireless technology. I read your posts and others (links below). Can you tell me what and how big will this 3G technology will become, and what are its limitations as well as what newer and better technologies are currently under development. I think the new technologies are better in speed as well as higher density. But for ordinary phone conversation, the old technology is adequate, except for inherent glitches such as transmission interference and limitations in distance, and power required for signal transmission. 1. Just two years ago there was a debate between 3G and GSM, and it looks like 3G has the upper hand now. It this correct? 2. And do you expect massive consolidations in the wireless telecom sector? 3. What's Wi-Fi and how does it compete (or does it?) with 3G? I think Wi Fi is limited in its range, and good for a very localized area, say within one office floor. It can eliminate wire connections? It complements 3G? 4. What's "PAS" UTStarcom infrastructure? Thanks for your insights. Fred "...the new, new, media being created, there are going to be multiple functions on the 3G cellphones which will need to be integrated and mass produced. And this is a very complex process. Certainly QCOM is not alone in the ability to engineer such chips, but in an environment of rapid innovation (during the tornado phase), it will be difficult for anyone to put this whole product together in as cost-effective, qualitative way as QCOM has proven in the past..." Message 20320164 Cellular Tower Firms Seen As Mixed Bag By Telecom Investors Message 20320220 Architectural Control Message 20320763 Nokia is losing to SonyEricsson Message 20316941 Telecoms giant Vodafone Group Plc VOD.L slashed to one euro from nearly 300 the price of a card that allows laptop computer users to access the Internet through its high-speed mobile network, it said on Friday. Vodafone launched the 3G card, which allows users of portable computers to read email and surf the Internet up to six times faster than over the regular mobile phone network, in February. It had been selling the card for at least 299 euros ($369.3) and competitors offer similar cards for between 149 and 285 euros. Message 20317459 3G goes thru Qcom, as I understand it. Qcom gets paid for the right to use CDMA and its variants, "owns" this architecture....here, it is a gorilla, I believe. Qcom and competitors can make the CDMA chips, and here, Qcom may be a royalty play. Message 20320119 That's where Wi-Fi comes in. Wi-Fi is faster than a cable modem and much faster than 3G Message 20321278 4, "...I see a market for PAS in China that is manyfold larger than current teledensity, and don't see much overlap between that base and 3G." Message 20319750